Case Study: Gelt Inc. achieves 83% time savings and scalable investor communications with Investor Management Services (IMS)

Save Time and Create Scalable Processes with IMS

Gelt Inc., a Western U.S. real estate investment firm with about 450 investors and 15 active projects, struggled with a manual, time-consuming process of sending customized quarterly newsletters to investors invested in multiple deals. Investor Management Services’ CRM and email marketing functionality was chosen to address this bottleneck and streamline investor communications.

Investor Management Services implemented its CRM email-marketing tools to centralize contact and investment data, automate bulk but personalized distributions, and track sent communications. The change cut newsletter distribution time from 12 hours to 2 hours per quarter—an 83% time savings—improved investor feedback, and created a scalable process as Gelt Inc. grows.

Gelt Inc.

Noelle Behnam

Investor Relations Manager